Therese Nicklas, CFP®, CMC The Wealth Coach for Women, Inc.
- 800 Hingham St. Suite 200, Rockland, MA 02370
- (781) 413-1090
About Therese Nicklas, CFP®, CMC
I developed my wealth coaching system to help women. My specialty and passion is helping women in transition go from feeling overwhelmed and confused to empowered and optimistic about their financial future. I do this by using a holistic system that focuses on financial education and planning. My distinct approach helps clients take some of the uncertainty out of tomorrow so they can live their life by design, not default.
Since 1976, I’ve provided personalized guidance to ensure that I am a trusted resource for my clients’ financial needs. My life experiences led me to specializing in helping clients identify and articulate what keeps them up at night. Together we utilize a holistic financial life planning process that consolidates the fractured advice they may receive from multiple sources. By coordinating the services of a client’s financial team, the possibility of something significant falling through the cracks is minimized. “My Financial Life Planning process includes the whole family. By scheduling a multi-generational meeting with clients and their team of professionals, we deliver counsel so the family sees the whole picture. Your family members are very important to the process. Getting everyone on the same page is our goal to provide our clients with confidence. When the time comes for asset transfers and the implementation of final wishes, the transition will be smooth. The next generation can respect the thoughtful process used by the parents to create a legacy based on their core family values.
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- Divorced Women
- Established Professionals
- Financial Independence Retire Early (FIRE)
- Gen X
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $400+/mo
- Quarterly Fee: $1,200+/qtr
- Flat Fee: $4,800+/engagement
- Hourly Fee: $300+/hr
- AUM: 0.50%